The Team

The 365 Group
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Greg Zienowicz

Greg Zienowicz

Financial Advisor

More about me...

Designations

CFP®, CRPC®, MBA

Top Areas of Focus

  • Retirement Income Strategies
  • Investments
  • Retirement Planning Strategies

Education

BS Bryant University, MBA Bryant University

VISIT MY WEBSITE

Eddie Armstrong

Eddie Armstrong

Financial Advisor

More about me...

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

Bachelors Degree in Financial Planning from the University of Georgia
AR License #14110385

VISIT MY WEBSITE

Joe Enders

Joe Enders

Financial Advisor

More about me...

Designations

CRPC®

Top Areas of Focus

  • Investments
  • Insurance
  • Retirement Planning Strategies

Education

Virginia Commonwealth University 1988-1992

VISIT MY WEBSITE

Richard Davis

Richard Davis

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments

Education

Penn State University, State College PA Bachelor of Science

VISIT MY WEBSITE

Mark Kantor

Mark Kantor

Financial Advisor

More about me...

Top Areas of Focus

  • Investments
  • Retirement Plan Distribution
  • Retirement Income Strategies

Education

BA History, University of Wisconsin-Madison, WI, MS Business, University of Wisconsin-Madison, Madison, WI

VISIT MY WEBSITE

Alan Parker

Alan Parker

Financial Advisor

More about me...

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Saving for Education

Education

B.A. in Business Administration at Shorter College, Rome , GA
CA Insurance #0F94925

VISIT MY WEBSITE

Craig Carter

Craig Carter

Financial Advisor

More about me...

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
CA Insurance #0F96256

VISIT MY WEBSITE

Michael Silver

Michael Silver

Financial Advisor

More about me...

Top Areas of Focus

  • Family Finances
  • Women's Financial Strategies
  • Investments

Education

Georgia State University B.A.

VISIT MY WEBSITE

Anita Helton

Anita Helton

Financial Advisor

More about me...

Designations

MBA

Top Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Women's Financial Strategies

Education

BA English/Mathematics, NothwesternUniversity, MBA Business Administration, Keller Graduate School, DeVry University

VISIT MY WEBSITE

Cal Anderson

Cal Anderson

Financial Advisor

More about me...

Designations

CFP®, CLU®

Top Areas of Focus

  • Retirement Income Strategies
  • Insurance
  • Executive Compensation and Benefit Strategies

Education

BBA, Management, Valdosta State University, Valdosta, GA
CA Insurance #0I71383

VISIT MY WEBSITE

Our Staff

Karen E. Kremer

Karen E. Kremer

Client Service Associate

Roxana Farrar

Roxana Farrar

Senior Operations Leader

More about me...

Qualifications

  • Series 7
  • Series 66